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Midwest Trust’s Crown Castle CCI Stock Holding History

Midwest Trust’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$574K Sell
7,054
-1,437
-17% -$124K 0.01% 419
2025
Q4 		$755K Sell
8,491
-183
-2% -$16.8K 0.01% 371
2025
Q3 		$837K Sell
8,674
-1,557
-15% -$158K 0.01% 360
2025
Q2 		$1.05M Buy
+10,231
New +$1.04M 0.01% 337

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Midwest Trust's CCI Position: Q1 2026 in Review

Midwest Trust reduced its Crown Castle (CCI) stake by 17% in Q1 2026, selling an estimated $124K and leaving 7,054 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #419.

Midwest Trust first reported a position in CCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Midwest Trust held 7,054 shares of Crown Castle worth $574K as of Q1 2026.
  • Midwest Trust sold 1,437 Crown Castle shares in Q1 2026, an estimated $124K.
  • Crown Castle made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #419 holding.
  • Midwest Trust first reported a position in Crown Castle in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Crown Castle position peaked at $1.05M in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.